Anic Equity¶
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Total return since start: 0.611 %¶
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Equity now: -----------------------------> 49198.74 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45137.53 Kr¶
PnL: ---------------------------------------> 81.53 Kr¶
DD now: ---------------------------------> -7.383 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 09:23:30.001435'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.640000 | 1671.480000 | 202.480000 | 13.780000 | 1468.999998 |
| Sedana Medical | 93 | 3.980000 | 2670.960000 | 149.960000 | 5.950000 | 2521.000011 |
| Orrön Energy | 180 | 4.600000 | 2151.000000 | 108.000000 | 5.290000 | 2043.000000 |
| Platzer Fastigheter Holding B | 12 | 2.230000 | 991.200000 | 30.200000 | 3.140000 | 960.999996 |
| Hoist Finance | 35 | 0.000000 | 1004.500000 | 24.500000 | 2.500000 | 980.000000 |
| Atrium Ljungberg B | 5 | 0.680000 | 959.000000 | 24.000000 | 2.570000 | 935.000000 |
| Sagax B | 4 | 1.200000 | 877.200000 | 23.200000 | 2.720000 | 854.000000 |
| Catena | 2 | 1.290000 | 813.600000 | 21.600000 | 2.730000 | 792.000000 |
| JM | 6 | 0.140000 | 879.000000 | 15.000000 | 1.740000 | 864.000000 |
| Hexatronic Group | 12 | 1.360000 | 981.360000 | 14.360000 | 1.490000 | 966.999996 |
| BioGaia B | 8 | 0.340000 | 937.600000 | 7.600000 | 0.820000 | 930.000000 |
| Sagax A | 4 | 0.000000 | 860.000000 | 6.000000 | 0.700000 | 854.000000 |
| Gränges | 9 | 0.580000 | 933.300000 | 5.300000 | 0.570000 | 927.999999 |
| Biotage | 7 | 0.220000 | 945.000000 | 4.000000 | 0.430000 | 940.999997 |
| Byggmax Group | 33 | 0.480000 | 957.660000 | 1.660000 | 0.170000 | 956.000001 |
| AcadeMedia | 8 | 0.700000 | 403.600000 | 1.600000 | 0.400000 | 402.000000 |
| Bilia A | 8 | 0.180000 | 901.600000 | 1.600000 | 0.180000 | 900.000000 |
| Clas Ohlson B | 12 | 0.000000 | 974.400000 | 1.400000 | 0.140000 | 972.999996 |
| HEXPOL B | 9 | -0.530000 | 1022.400000 | 1.400000 | 0.140000 | 1020.999996 |
| EQT | 4 | 0.240000 | 830.000000 | -2.000000 | -0.240000 | 832.000000 |
| Alimak Group | 11 | 0.720000 | 924.000000 | -4.000000 | -0.430000 | 927.999996 |
| OX2 | 13 | 0.480000 | 945.100000 | -4.900000 | -0.520000 | 949.999999 |
| ASSA ABLOY B | 3 | -0.430000 | 772.500000 | -6.500000 | -0.830000 | 779.000001 |
| SKF B | 5 | -0.430000 | 928.000000 | -12.000000 | -1.280000 | 940.000000 |
| Creaspac SPAC | 39 | 0.110000 | 3701.100000 | -16.900000 | -0.450000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | 0.000000 | 943.600000 | -23.400000 | -2.420000 | 966.999999 |
| VEF | 909 | 0.000000 | 1818.000000 | -32.000000 | -1.730000 | 1850.000436 |
| Latour B | 4 | 0.340000 | 820.800000 | -36.200000 | -4.220000 | 857.000000 |
| Addnode Group B | 11 | -1.950000 | 883.850000 | -37.150000 | -4.030000 | 921.000003 |
| Vitec Software Group B | 2 | 0.480000 | 1047.000000 | -40.000000 | -3.680000 | 1087.000000 |
| Indutrade | 5 | 1.160000 | 1174.500000 | -43.500000 | -3.570000 | 1218.000000 |
| Hexagon B | 26 | 0.380000 | 3403.400000 | -57.600000 | -1.660000 | 3461.000010 |
| Bufab | 3 | -1.250000 | 1039.800000 | -69.200000 | -6.240000 | 1109.000001 |
| INVISIO | 16 | 0.000000 | 3600.000000 | -89.000000 | -2.410000 | 3689.000000 |
| BHG Group | 97 | 0.860000 | 1366.730000 | -92.270000 | -6.320000 | 1458.999989 |
| TOTAL | 45133.240000 | 77.240000 | -7.39058% | 45056.000411 |
Updated:¶
'2023-07-04 09:22:49.319958'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
